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Providing objective, disciplined advice, we guide our clients to make informed financial decisions. We work with a wide-array of clients at all times of life and levels of sophistication. Always acting with the utmost care, we assure your best interests and goals are served and protected.
Forget the old “buy-and-hope-for-the-best” mindset. We use time-tested strategies to develop a strong tactical plan. Utilizing techniques that sophisticated money managers around the globe have employed for generations, we design a customized portfolio based on the undeniable law of supply and demand.
We equate navigating the investment markets to be much like taking a ship to sea. Your wealth must weather storms and perils, while still being able to make the most of fair weather. Any sailor can take the helm during calm seas, but you need a seasoned captain to navigate through the inevitable storms. We offer decades of the insight, discernment and balance you need to help get your ship safely to your destination.
No matter where you are in your financial life or what your financial goals are, we can work with you to create a unique, customized plan, taking you where you want to go.
Providing objective, disciplined advice, we guide our clients to make informed financial decisions. We work with a wide-array of clients at all times of life and levels of sophistication. Always acting with the utmost care, we assure your best interests and goals are served and protected.
Forget the old “buy-and-hope-for-the-best” mindset. We use time-tested strategies to develop a strong tactical plan. Utilizing techniques that sophisticated money managers around the globe have employed for generations, we design a customized portfolio based on the undeniable law of supply and demand.
We equate navigating the investment markets to be much like taking a ship to sea. Your wealth must weather storms and perils, while still being able to make the most of fair weather. Any sailor can take the helm during calm seas, but you need a seasoned captain to navigate through the inevitable storms. We offer decades of the insight, discernment and balance you need to help get your ship safely to your destination.
No matter what age or life point our clients might be when they come to us, we develop an analysis of their retirement prospects and a plan to reach their retirement goals.
Risk management, sophisticated retirement plans, tax minimization strategies, business continuation and succession strategies…
Stock option strategies, deferred compensation, 401K and retirement plans, employment changes…
Paycheck replacement strategies, estate planning, social security maximization techniques, intergenerational wealth transfers, charitable bequests…
We offer wealth accumulation strategies, real-estate acquisition/disposition planning, career changes impact planning, coordination of your financial team – attorneys, accountants, etc., retirement capital sufficiency analysis and action plan.
Alongside our many other services, we provide Business Risk Management strategies via managing insurance deductibles and allowing for enhanced cash-flow and/or savings. In addition, offering sophisticated Retirement plans with potential pre-tax contributions of upwards of $200,000 per year.
Planning for the transfer of assets after death can be one of the most important actions you can take, saving your family time, money and offering relief during a difficult time. We also develop intergenerational and legacy wealth transfers, and charitable bequests.
Life is in constant transition – marriage, divorce, children, second marriages, aging parents, etc. With the proper guidance it doesn’t have to be difficult or confusing to forge ahead. Our experience can help you navigate your forward course.
Our investment universe spans the globe via the six macro investment categories, and we’re always looking for the strongest asset classes. Our in-depth analysis and decades of experience allows us to offer proactive strategies and wealth protection systems our competitors may not even realize are available!
No matter what age or life point our clients might be when they come to us, we develop an analysis of their retirement prospects and a plan to reach their retirement goals.
We offer wealth accumulation strategies, real-estate acquisition/disposition planning, career changes impact planning, coordination of your financial team – attorneys, accountants, etc., retirement capital sufficiency analysis and action plan.
Alongside our many other services, we provide Business Risk Management strategies via managing insurance deductibles and allowing for enhanced cash-flow and/or savings. In addition, offering sophisticated Retirement plans with potential pre-tax contributions of upwards of $200,000 per year.
Planning for the transfer of assets after death can be one of the most important actions you can take, saving your family time, money and offering relief during a difficult time. We also develop intergenerational and legacy wealth transfers, and charitable bequests.
Life is in constant transition – marriage, divorce, children, second marriages, aging parents, etc. With the proper guidance it doesn’t have to be difficult or confusing to forge ahead. Our experience can help you navigate your forward course.
Our investment universe spans the globe via the six macro investment categories, and we’re always looking for the strongest asset classes. Our in-depth analysis and decades of experience allows us to offer proactive strategies and wealth protection systems our competitors may not even realize are available!
No matter what age or life point our clients might be when they come to us, we develop an analysis of their retirement prospects and a plan to reach their retirement goals.
Securities offered through LPL Financial, Member
of FINRA/SIPC. Investment advice offered through IBEX Wealth Advisors, a
registered investment advisor. IBEX Wealth Advisors and Philip Rongo
Wealth Management are separate entities from LPL Financial..
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, DE, FL, GA, IL, IN, MA, MD, MT, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WY.
